MIURX Mutual Fund Holdings Overlap Calculator | MarketXLS

MIURX Mutual Fund

NAV$9.24

AUM$51M

TER0.38%

Holdings661

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MIURX Mutual Fund

NAV$9.24

MFS Municipal Intermediate Fund Class R6

AUM$51M

TER0.38%

Holdings661

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare MIURX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MIURX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MIURX Mutual Fund Overlap Analysis

MIURX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

MIURX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 661 holdings, MIURX may share significant positions with broad-market funds.

MIURX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MIURX tax-loss harvesting finds highly correlated but non-identical funds.